Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,452 | $77,908-67.3% | $149,696-83.0% | $75,173-66.1% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 8.04% | 31.73%-23.7pp | 134.46%-126.4pp | 160.72%-152.7pp |
| Employer contribution / active EE | $3,764 | $3,138+20.0% | $4,821-21.9% | $2,671+40.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $661 | $5,950-88.9% | $13,212-95.0% | $5,651-88.3% |